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LXU Stock Chart & Stats
$12.24
-$0.78(-6.37%)
At close: 4:00 PM EDT
$12.24
-$0.78(-6.37%)
Day’s Range― - ―
52-Week Range$7.15 - $17.22
Previous Close$11.27
Volume762.19K
Average Volume (3M)741.63K
Market Cap
$783.33M
Enterprise Value$1.05K
Total Cash (Recent Filing)$217.98M
Total Debt (Recent Filing)$481.47M
Price to Earnings (P/E)21.8
Beta0.78
Next Earnings
Nov 03, 2026EPS Estimate
0.29Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.50
Shares Outstanding71,997,505
10 Day Avg. Volume714,619
30 Day Avg. Volume741,630
Financial Highlights & Ratios
PEG Ratio-0.11
Price to Book (P/B)1.18
Price to Sales (P/S)1.00
P/FCF Ratio34.07
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$12.50Price Target Upside2.12% Upside
Rating ConsensusHold
Number of Analyst Covering2
EPS Forecast (FY)1.12
Revenue Forecast (FY)$660.05M
Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationSustained TTM operating and free cash flow provides durable internal funding for debt reduction, sustaining capex, and growth investments. Strong cash conversion (FCF roughly matching net income) underpins financial flexibility through cycles and supports executing multi-year projects.
Improving Leverage And LiquidityMaterial deleveraging and sizable cash balances reduce refinancing risk and increase balance-sheet optionality. Lower net leverage gives management room to fund CCS and expansion projects, weather cyclical downturns, and sustain investment without forcing dilutive financing.
Operational Execution And Higher ProductionCompleted turnarounds on-time and on-budget and improved plant throughput demonstrate operational reliability gains. Higher sustainable production capacity increases fixed-cost absorption, boosts long-term EBITDA potential, and strengthens ability to capture favorable market pricing.
Bears Say
Earnings Cyclicality And VolatilityThe fertilizer and nitrogen chemicals markets are structurally cyclical; past swings (peak 2022, loss 2024) show revenue and margins can move sharply. That volatility limits predictability of cash flows, complicates capital allocation and raises downside risk in weaker commodity cycles.
Execution And Regulatory Risk For Growth ProjectsMaterial EBITDA upside depends on timely commissioning and permits for CCS and expansion. Delays, permitting hurdles or cost overruns would defer or reduce expected $25–30M (CCS) and ~$20M (expansion) annual EBITDA, straining returns and possibly requiring additional funding or operational tradeoffs.
Rising SG&A And Structural Cost PressureSustained higher SG&A increases the company’s fixed cost base and compresses operational leverage. If persistent, elevated overhead reduces free cash flow margins, weakens the ability to convert revenue gains into durable profits, and limits funds available for growth or debt reduction.
Lsb Industries News
LXU FAQ
What was Lsb Industries, Inc.’s price range in the past 12 months?
Lsb Industries, Inc. lowest stock price was $7.15 and its highest was $17.21 in the past 12 months.
What is Lsb Industries, Inc.’s market cap?
Lsb Industries, Inc.’s market cap is $783.33M.
When is Lsb Industries, Inc.’s upcoming earnings report date?
Lsb Industries, Inc.’s upcoming earnings report date is Nov 03, 2026 which is in 93 days.
How were Lsb Industries, Inc.’s earnings last quarter?
Lsb Industries, Inc. released its earnings results on Jul 29, 2026. The company reported -$0.09 earnings per share for the quarter, missing the consensus estimate of $0.332 by -$0.422.
Is Lsb Industries, Inc. overvalued?
According to Wall Street analysts Lsb Industries, Inc.’s price is currently Undervalued.
Does Lsb Industries, Inc. pay dividends?
Lsb Industries, Inc. does not currently pay dividends.
What is Lsb Industries, Inc.’s EPS estimate?
Lsb Industries, Inc.’s EPS estimate is 0.29.
How many shares outstanding does Lsb Industries, Inc. have?
Lsb Industries, Inc. has 71,997,505 shares outstanding.
What happened to Lsb Industries, Inc.’s price movement after its last earnings report?
Lsb Industries, Inc. reported an EPS of -$0.09 in its last earnings report, missing expectations of $0.332. Following the earnings report the stock price went down -3.665%.
Which hedge fund is a major shareholder of Lsb Industries, Inc.?
Currently, no hedge funds are holding shares in LXU
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Lsb Industries Stock Smart Score
Neutral
1
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8
9
10
Analyst Consensus
Hold
Average Price Target:
$12.50 (2.12% Upside)
$12.50 (2.12% Upside)
Blogger Sentiment
Bullish
LXU Sentiment 67%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 405.3K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.2%
Last 30 Days ▼ 3.6%
Last 30 Days ▼ 3.6%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
43.83%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
8.56%
Trailing 12-Months
Company Description
Lsb Industries, Inc.
LSB Industries, Inc. specializes in the production, distribution, and sale of a diverse array of chemical compounds. The company is a key supplier of nitrogen-based agricultural inputs, including ammonia, fertilizer-grade ammonium nitrate (HDAN), urea ammonia nitrate, and NPK blends, which are essential for enhancing the growth of corn and various other crops. Beyond agriculture, LSB provides a broad spectrum of industrial chemicals. These encompass high-purity and commercial-grade ammonia, high-purity ammonium nitrate, sulfuric acids, mixed nitrating acids, carbon dioxide, diesel exhaust fluids, as well as various concentrations of nitric acids. These products serve a wide array of industrial applications, such as semiconductor manufacturing, polyurethane production, pulp and paper processing, water treatment, metals and vanadium processing, power plant emission control, refrigeration, and horticulture. Furthermore, LSB is a significant producer of chemicals for the mining sector. Its offerings include industrial-grade ammonium nitrate and HDAN solutions, critical components for ammonium nitrate fuel oil (ANFO) and specialized emulsions used in surface mining, quarry operations, and construction projects. The company distributes its products through a network of distributors and directly to end-users across the United States, Mexico, and Canada, catering to the agricultural, industrial, and mining industries. Established in 1968, LSB Industries, Inc. operates from its headquarters in Oklahoma City, Oklahoma.
LXU Company Deck
LXU Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized strong operational execution (on-time, on-budget, injury-free turnarounds), meaningful quarter-over-quarter EBITDA growth (40% increase) and a solid balance sheet (≈$220M cash, net leverage 1.1x) while outlining clear growth avenues (CCS ownership, potential El Dorado expansion) that could add material incremental EBITDA. Countervailing factors include the sizable near-term earnings drag from turnarounds (~$35–$40M), elevated SG&A trends, and ongoing geopolitical/supply risks that create volatility in pricing and timing for project paybacks. On balance management presented confidence in improved production, favorable market fundamentals, and disciplined capital allocation, while acknowledging execution and external market risks.View all LXU earnings summariesLXU Stock 12 Month Forecast
Average Price Target
$12.50
▲(2.12% Upside)
Technical Analysis
Ownership Overview
19.19% Insiders
11.54% Mutual Funds
1.26% Other Institutional Investors
52.16% Public Companies and
Individual Investors